Annual IPS reviews are built into the system, ensuring each client’s IPS is reviewed and documented on an ongoing basis. Based upon your configured templates, any member of your team can generate client-ready, compliance-approved IPSs without any manual editing or review.

Minimize the time to manage investment changes across your client base

You can easily monitor all investment changes to ensure timely and accurate completion. Investment changes can be presented as part of client monitoring reports, while the details of your research are documented in the software if you ever need to prove the process that you followed.